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11898 Arrowhead Way, Mount Union, PA 17066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-11-14 |
Branch Locations
4000 Vine Street Suite 103, Middletown, PA 17057 • United States
11898 Arrowhead Way, Mount Union, PA 17066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthkare.COm, Inc. | Mount Union | PA | 11/2011 | Present |
| American Assets Financial Corporation | Mount Union | PA | 10/2011 | Present |
American Assets Financial Corporation, Agent, 10/2011, Mount Union, PA; INSURANCE SALES INSURANCE SALES - START DATE 1994. INDEPENDENT INSURANCE AGENT, ANNUAL APPROXIMATE ANNUAL COMPENSATION $6500.00, 10 HOURS A MONTH 3 HOURS DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-19 |
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